Logging Emails to Additional Records

Users with a synced email inbox in WCCRM have the ability to log emails to existing contact records and to additional record types such as Accounts, Ship-tos, Opportunities, Quotes, and Service records. 

To log emails to other records:

1. When viewing your inbox, select one or more records.
2. The More dropdown appears on the top right. Click this dropdown and select Log Email to Other Record.
3. A window opens allowing the user to search by record type. The user can select one or more records to associate the email to. When finished, select OK. The email is then logged to all selected records.